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Get Institutions for : 
Global X Variable Rate Preferred Etf (PFFV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    4
Total shares held : 
 2,819,030  
% of shares held : 
 31.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 453,006  
% of shares held change : 
   5.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 35,203
 1.25%
 
Increased Positions :
20
 749,545
 26.59%
 
Unchanged Positions :
7
 172,731
 6.13%
 
Decreased Positions :
22
-263,269
-9.34%
 
Closed Positions :
6
-68,473
-2.43%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Bedel Financial Consulting Inc. 15 - 2024-03-31 246,054 $5,827,000 -8,759
   Princeton Global Asset Management LLC 60 - 2024-03-31 86,039 $2,037,000 -3,301
   LPL FINANCIAL CORP 2570 - 2024-03-31 77,336 $1,831,000 -68,107
   Seed Wealth Management Inc. 17 - 2024-03-31 59,055 $1,398,000 -3,800
   BB&T CORP 1468 - 2023-12-31 53,622 $1,242,000 -28,324
   Rockefeller Capital Management L.P. 1111 - 2023-12-31 45,799 $1,061,000 -4,633
   Castle Rock Wealth Management LLC 105 - 2023-12-31 37,396 $868,000 -9,386
   BEACON FINANCIAL GROUP 196 - 2024-03-31 26,197 $620,000 -1,713
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 101 - 2024-03-31 21,730 $515,000 -1,977
   Paulson Wealth Management Inc. 73 - 2024-03-31 21,556 $510,000 -3,131
   CI Private Wealth LLC 1680 - 2024-03-31 18,887 $447,000 -4,634
   Perennial Investment Advisors LLC 250 - 2023-12-31 12,295 $285,000 -3,304
   Advisor Group Holdings Inc. 3370 - 2024-03-31 11,800 $279,000 -6,918
   Acorn Wealth Advisors LLC 167 - 2024-03-31 10,432 $247,000 -326
   Kestra Advisory Services LLC 2040 - 2023-12-31 9,413 $218,000 -2,672
   Hennion & Walsh Asset Management Inc. 794 - 2024-03-31 8,821 $209,000 -12
   Firestone Capital Management 138 - 2024-03-31 8,731 $207,000 -1,407
   GeoWealth Management LLC 527 - 2023-12-31 7,225 $168,000 -199
   CREATIVE FINANCIAL DESIGNS INC /ADV 786 - 2024-03-31 1,640 $39,000 -11
   Global Retirement Partners LLC 2277 - 2024-03-31 248 $6,000 -651
   GRADIENT INVESTMENTS LLC 738 - 2024-03-31 181 $4,000 -3,730
   Sound Income Strategies LLC 1214 - 2024-03-31 42 $1,000 -73
   ROYAL BANK OF CANADA 6410 - 2023-12-31 21 $0 -8,000
  23 Records found
  1    
  Page 1 of 1
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